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In the Bridged Exchange CRM calendar, employees can quickly see which meetings or calls they have scheduled for that day and a list of tasks that need to get done. Managers can assign leads, tasks or schedule staff meetings from with their application and everything the manager enters will show up inside each employee’s calendar of events. Managers can set access levels for different employees. In the My Preferences tab of the application you can assign administrative rights to certain employees who see everything where as sales, customer service, technical support employees or resellers have restricted access to sensitive company information and can only see what the administrators want them to see. These access names and levels are completely customizable to the needs of every organization.
Manually add events, schedule meetings set call backs, create to do lists and add notes. Assign these tasks to specific times, dates and employees.
Use the Bridged Exchange CRM calendar for a quick look at the people you need call, meet with and send information to.
ISSUE: Your client requests a call back to seal the deal in a month. You want to stay in the running and decide to send him an email every week with industry information. SOLUTION: Enter your emails, attach white papers and marketing brochures, and schedule the delivery dates. It is that easy! Open a free trial today.
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